Acronyms 1 Flashcards
What does T.E.D. stand for in regards to taking calls?
Tell Me, Explain to me, Describe to me
What does STRIVE stand for?
Start, Thorough Expectations (The Plan), Respond, Inquire, Validate, Execute
What is the full form of SPS?
Stock Plan Services
What does FFAS stand for?
Fidelity Financial Advisor Solutions
What are HSAs?
Health Savings Accounts
What does RBS refer to?
Retirement Brokerage Services
What does TEM stand for?
Tax Exempt Market
What is DCI in a financial context?
Digital Contact Information
What does HW stand for?
Health and Welfare
What does PI refer to?
Personal Investing
What does WI stand for?
Workplace Investing
What does DC mean?
Defined Contributions
What is the full form of DB?
Defined Benefits
What does FPRS stand for?
Fidelity Participant Recordkeeping System (Mainframe)
What is LCM in the context of corporate markets?
Large Corporate Marker
What does MCM refer to?
Mid Corporate Marker
What does ECM stand for?
Emerging Corporate Marker
What is XTRAC?
Cross Business/Channel Tracking Routing and Control
What does INA mean?
Info Not Available
What is a QNEC?
Qualified Non-Elective Contribution
What does SDB refer to?
Self Directed Brokerage
What does HCE stand for?
Highly Compensated Employees
What is FILI?
Fidelity Investments Life Insurance
What is DOFRC?
Date of First Roth Contribution
